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Lightship Wealth Strategies, Inc. Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Lightship Wealth Strategies, Inc. operates as an independent firm within the investment management industry, helping individuals and families establish and maintain long-term financial goals. With more than 25 years in wealth management, the firm blends historical insight with practical experience to structure its client engagement. The process emphasizes clients articulating their objectives so they can pursue them with clarity and confidence.

Lightship Wealth Strategies is not a registered broker/dealer and operates independently of Raymond James; securities are offered through Raymond James Financial Services, Inc., a FINRA/SIPC member, and investment advisory services are provided through Raymond James Financial Services Advisors, Inc. The company is based in Newton Lower Falls, Massachusetts, and has been in operation since 1983.

Find Lightship Wealth Strategies, Inc. employees' phone numbers or email addresses

Lightship Wealth Strategies, Inc. Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Lightship Wealth Strategies, Inc.'s Leadership

  • Wealth Advisor at Lightship Wealth Strategies, Inc.
    J. W.
    Wealth Advisor
    Mobile Phone
  • Client Relations Specialist at Lightship Wealth Strategies, Inc.
    S. C.
    Client Relations Specialist
    Mobile Phone

Lightship Wealth Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Lightship Wealth Strategies, Inc.

Name
Title
Contact
Location
Last Update
  • Wealth Advisor at Lightship Wealth Strategies, Inc.
    J. W.
    Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Client Relations Specialist at Lightship Wealth Strategies, Inc.
    S. C.
    Client Relations Specialist
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Lightship Wealth Strategies, Inc. known for?

Minus sign iconPlus sign iconLightship Wealth Strategies, Inc. operates in the Investment Management industry. You can contact Lightship Wealth Strategies, Inc.'s main corporate office by phone at
+1-617-581-****
. Explore Lightship Wealth Strategies, Inc.'s company overview page for more information.

What is Lightship Wealth Strategies, Inc.'s most common email format?

Minus sign iconPlus sign iconLightship Wealth Strategies, Inc. employees' email format typically follows the pattern of First@lightshipwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Lightship Wealth Strategies, Inc. email formats with LeadIQ.

How many employees does Lightship Wealth Strategies, Inc. have currently?

Minus sign iconPlus sign iconLightship Wealth Strategies, Inc. has approximately 13 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Lightship Wealth Strategies, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Lightship Wealth Strategies, Inc.'s key employees include:

  • Wealth Advisor: J. W.
  • Client Relations Specialist: S. C.

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